The New Rules of Investing

The rules for investing have Don’t get left behind.

Reboot your approach with this timely guide from a wealth management powerhouse.

The Rules of Investing

Essential Wealth Strategies for Turbulent Times

It’s not hard to grasp why we need to change the way we think about investing. Over the past twenty-five years, new developments in world affairs, demographics, technology, and more have disrupted the old reality—and these changes directly affect the financial markets and your individual portfolio. Stock picking and Buffett-style investing are the financial tools of a bygone era, yet many investors are confused about what should take their place. So what do you need to know to protect and grow your wealth in these turbulent times?

As the chief investment officer of UBS, the world’s largest and only truly global wealth manager, Mark Haefele oversees the team that manages and advises around $4 trillion of clients’ invested wealth. Mark has spent decades advising investors of all kinds—from high school students to government officials and UBS’s unique global roster of billionaires. This has enabled him to sharpen his perspective while watching the old rules fall by the wayside.

In this playbook for protecting and growing your wealth, Haefele shares the investing strategies he uses at UBS and distills his battle-tested philosophy into a set of actionable rules that can guide you into a secure financial future. You’ll walk away knowing

  • How to follow the money—see where governments are investing and how this insight can drive your own investment decisions.
  • Why you should allocate assets and think about your wealth in three portfolio “buckets” that cover short-term, long-term, and legacy scenarios.
  • How understanding yourself and your personal money issues pays off—literally.
  • How to get results beyond the balance sheet via impact investing, which allows you to grow your portfolio while benefitting causes you care about.

Accessible explanations, client case studies, personal stories, and bottom-line summaries make The New Rules of Investing a resource you’ll consult time after time. Whether you’re a novice working with a financial advisor, an experienced investor, or an investment professional, you’ll walk away better equipped to manage your wealth more efficiently, calmly, and successfully.

Mark Haefele

by

Mark Haefele

Global Chief Investment Officer at UBS

and

Richard C. Morais

Award-winning financial journalist

Richard C. Morais

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The New Rules of Investing
Mark Haefele

Mark Haefele

Mark Haefele is the Global Chief Investment Officer at UBS, named world's best bank 2024 by leading financial publication Euromoney. Mark oversees the investment policy and strategy for around $4 trillion in invested assets at UBS. He leads a team of about 1,200 investment professionals whose passion and focus is to help clients reimagine the power of investing so they can live the life they choose today, prepare for their lives tomorrow, and improve the lives of others.

Mark joined UBS in 2011. He was previously the co-founder and co-fund manager at Sonic Capital and served as a Managing Director at Matrix Capital Management. A former lecturer and acting dean at Harvard University, Mark frequently appears in many financial media outlets worldwide, including CNBC, Bloomberg, and the Wall Street Journal.

Richard C. Morais

Richard C. Morais

Richard C. Morais is an award-winning business journalist and novelist. Richard has published three novels, including The Man with No Borders, an Amazon “First Read” about a Spanish private banker living in Zurich, but he is best known for the New York Times and international bestseller The Hundred-Foot Journey, a culinary novel that Steven Spielberg and Oprah Winfrey turned into a 2014 film starring Helen Mirren and Om Puri.

Richard was also the editor who built Barron’s Penta, a glossy magazine for wealthy families, and served as Forbes’s European Bureau Chief, the business magazine’s longest-serving foreign correspondent. Richard has uniquely won three awards and six nominations at the Business Journalist of the Year Awards, and he was named the 2015 Citizen Diplomat of the Year—the highest honor granted by Global Ties US, a private-public partnership sponsored by the US State Department—“for promoting cross-cultural understanding in all of his literary work.”